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Salesforce Account Planning: Turn Data Into Relationships 

Upland

Sold on account planning but don’t know where to start? For many, account planning in Salesforce is a logical next step. Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships.

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Relationship Mapping for Your Accounts – Strategy Guide

Upland

Relationship mapping as an activity is an essential aspect of the account plan and works well with an account-based selling approach to sales. Most importantly, they source information from supporters who can offer information they won’t find in their CRM. To glean this information, sellers must ask the right questions.

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The Vital Importance of Account Planning

SalesPop

I recently discovered through research just how much of an impact real account planning can have on company success. 93 percent of all world-class sales organizations have long-term objectives with regard to their key accounts. In businesses as a whole, though, over 60 percent do not even engage in account planning.

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Whitespace – the missing sales metric that can mean success or failure

Upland

Increased account penetration boosts revenue. Even as account planning, cross-selling and upselling are buzzwords in professional services and other B2B industries, there is often not a great handle on how much opportunity exists in current accounts, or how the company is performing on delivering against that upside.

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The Six Critical Ingredients for the Best Account Plan Ever

Revegy

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 1) Figure Out Who Matters with Relationship Maps.

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How To Build An Account Management Strategy

ProlifIQ

This strategy forms the foundation of your approach to managing and developing relationships with your most important accounts. Customer Segmentation One of the first steps in crafting your account strategy is customer segmentation. It lays out a detailed plan for each key account.

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How to Better Align Sellers and Leadership

ProlifIQ

According to Forrester, “While product and company messaging can be generic, your account strategy and go-to-market plans should be highly account-specific.” As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account.